Bridge the Gap Between Meetings and Metrics with Granola

Bridge the Gap Between Meetings and Metrics with Granola

Your team just had a strategy call. Decisions were made. Priorities shifted. A week later, a pulse lands in Slack showing a 15% drop in campaign spend.

Without context, that looks like a problem. With context — "the team agreed to pause underperforming campaigns during last Tuesday's review" — it's expected behavior.

That gap between what the data shows and what your team actually decided is where Granola comes in.

What Granola + Chartcastr Does

Granola is an AI meeting notes app that captures structured summaries, key decisions, and action items from your calls. Chartcastr can now pull those notes directly into your AI analysis context.

When a pulse runs, the AI doesn't just look at the chart. It also reads the meeting notes you've linked — and uses them to explain changes in the context of real discussions.

A Practical Example

Say you're tracking weekly ad spend across Google Ads and Meta. You link a Granola note from your weekly marketing sync. The note includes:

• "Agreed to shift 30% of Meta budget to Google Search for the next two weeks"
• "Pausing retargeting campaigns until new creative is ready"

Next time Chartcastr analyzes your ad spend data, the AI references that context:

"Meta Ads spend dropped 32% week-over-week, consistent with the budget reallocation discussed in the March 25 marketing sync. Google Search spend increased proportionally."

Instead of flagging a false alarm, the AI confirms the change matches your team's plan.

What Gets Pulled In

When you link a Granola note to a source or source group, Chartcastr caches a formatted summary that includes:

• Meeting summary — the key discussion points and outcomes
• Attendees — who was in the room
• Calendar context — meeting title, date, and time
• Key decisions — what was agreed on

Transcripts are not ingested. The AI works with the structured summary, which keeps context concise and relevant.

How to Set It Up

1. Connect Granola — Open Chartcastr Settings, go to Context, and click Config. Expand Granola and paste your API key. You can generate one in the Granola desktop app under Settings → API.

2. Link meeting notes — Go to any source or source group, click "Link Context," select Granola as the provider, and choose the relevant meeting notes.

3. Analysis improves automatically — The next time a pulse runs for that source, the AI includes your meeting context in its analysis.

Two Types of API Keys

Granola offers two API key types depending on your plan:

• Personal key (Business plan and above) — Access notes you own or that have been shared with you.
• Enterprise key (Enterprise plan) — Access all notes in your Team space, useful for org-wide context.

For most teams, a Personal key from whoever runs the relevant meetings is sufficient. Enterprise keys make sense when you want broad coverage across the whole team's calls.

When This Matters Most

Meeting context is most valuable for metrics that change because of human decisions, not automated processes:

• Ad spend and campaign changes — Budget reallocations, creative rotations, channel experiments
• Revenue and pipeline shifts — New pricing decisions, strategic account changes, outbound pivots
• Product metrics — Feature launches discussed in standups, experiment decisions from review meetings
• Financial reporting — Board meeting decisions, budget approvals, cost-cutting measures

If a number changed because someone decided to change it, the meeting where that decision happened is the best context your AI can have.

Try It

If you're already using Granola for meeting notes, connecting it to Chartcastr takes under a minute. Your AI analysis will start referencing meeting context immediately.

Read the docs for setup details, or head to Settings → Context to get started.